Monzy

ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH

Annual Returns

5Y5-Year Return
8.1%
3Y3-Year Return
9.7%
1Y1-Year Return
-3.5%
  • 7 yrs 8m track record.

  • Risk band: high.

Returns calculator

Your investment

In

Worst Period

9.3%

₹1,86,504

Typical Period

12.0%

₹2,21,007

Best Period

14.0%

₹2,51,153

Based on investments started between 12 Feb 2019 and 23 Oct 2019.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹1,241.87 Cr

🏦 AUM (Fund size)

10.71%

📈 Returns since inception (p.a.)

1.15%

⭐ Yearly fund fee

₹21.89

📅 NAV as of today

Historical NAV & Returns

Feb 2019Today

Fund overview / numbers that matter

Start your investment from

SIP ₹500 · Lumpsum ₹1,000

1.15% Total Expense Ratio

7 yrs 8m old · High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ High risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.